How does underdelivery functionality works in Ax 2012 3


In real time business we come across to the scenarios where we have to accept the delivery with the lesser quantity of what is actually ordered.

To perform this scenario in Ax 2012, refer the following steps;

  • Navigate to Accounts payable -> Common -> Purchase orders -> All purchase orders
  • Create a new PO with the quantity of 10
  • Confirm the PO

Now you receive only 8 quantity out of 10 and no more item available with the vendor to deliver. You need to close the order with the acceptance of 8 quantity only.

For packing slip posting, click on menu button ‘Product receipt’

On packing slip form, mention receiving quantity as 8 in ‘Lines’ tab

8 Q

 

 

 

 

On the same line in ‘Lines’ tab, check checkbox field ‘Close for receipt’ and click ‘Ok’

check for receipt

 

 

 

 

System post the packing slip with 8 quantity.

To confirm packing slip is posted and no delivery is remainder, navigate to menu button ‘General’ and click on ‘Line quantity’.

Delivery remainder field is blank i.e. no quantity is pending to deliver.

deliver remainder_8

 

 

 

 

 

 

 

 

To make sure that underdelivery functionality works fine, refer the following link to check if setup is properly defined;

http://dynamicsteaching.com/error-underdelivery-of-line-is-xx-xx-percent-but-the-allowed-underdelivery-is-only-0-00-percent/

 

To cancel deliver remainder, there is another way too. Refer the following link for the same;

http://dynamicsteaching.com/how-to-cancel-deliver-remainder-in-ax-2012/

 

Happy Learning!


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3 thoughts on “How does underdelivery functionality works in Ax 2012

  • Yumna

    Hi,

    a very helping chain of blog thank u so much.. but i have two queries related to under delivery concept:
    1. does this procedure requires check mark to be enabled as Accept under delivery in Inventory and warehouse module? because we want to avoid the percentage at under delivery.

    2. and secondly how we can cancel under delivery at transfer orders??

    Thanks & regards,
    Yumna

      • Admin Post author

        Hi Yumna,
        For point # 1, Yes this procedure requires check mark to be enabled as Accept under delivery in Inventory and warehouse module.

        For point # 2,
        In the Setup tab, of the transfer order, you can place a % for Under delivery, in order to consider the order as completed.

        AX also gives you the option to “close” the transfer order line when shipping. Check out the Close checkbox on the line when you are shipping the transfer order or try the functions button on the transfer order line, select the deliver remainder option and then hit the “Cancel quantity” button. Both options require properly set up under-delivery option (enable the functionality from the parameters and define the allowed percentage on the transfer order line).